Send us a text Tune in to the latest WTR Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Peter’s recent report and: 1) concerns from scientists about over-reliance on carbon capture and storage (CCS) as a climate solution; 2) the benefits of CCS with ethanol and sustainable aviation fuel (SAF); 3) what makes SAF scalable, sustainable, and ...

Send us a text In this episode of WTR Small-Cap Spotlight, host Tim Gerdeman and analyst Robert Sassoon speak with Dwight Egan, CEO of Co-Diagnostics Inc. (NASDAQ: CODX), about the company’s evolution from a pandemic-era PCR testing provider to a diversified molecular diagnostics leader. In our discussion, Egan highlights the Co-DX PCR Pro, a portable, cost-effective device that delivers gold-standard PCR testing outside the lab and explains how its patented Co-Primer multiplexing technology ...

Send us a text In our latest WTR Flashcast, host Tim Gerdeman and technology analyst James Kisner break down Water Tower Research's initiation of coverage on C3 AI (NYSE: AI). They explore how C3 serves as an "enterprise AI operating layer" that sits above cloud providers and foundation models, helping large organizations connect AI capabilities to their internal data and workflows. The discussion covers C3's recent financial reset and leadership transition, the growing importance of federal ...

Send us a text Chemicals and Materials Technology analyst Dmitry Silversteyn discusses Avient’s history of evolution from an M&A driven business model to an above-GDP organic grower driven by technology, customer intimacy and new market penetration, led by a strong management team with the right expertise.

Send us a text In this episode of WTR Small-Cap Spotlight, host Tim Gerdeman and analyst Robert Sassoon talk with Apyron CEO Jaggi Gill about the company's innovative neurostimulation technology for chronic pain, an all too prevalent affliction affecting millions of people. Gill explains why Apyron’s patient-focused approach stands out, and outlines the market opportunity and commercialization strategy.

Send us a text In this WTR Small-Cap Spotlight, host Tim Gerdeman and WTR’s James Kisner speak with James McCormick, CEO of Cloudastructure (NASDAQ: CSAI), about bringing AI to video surveillance and remote guarding. The discussion covers how the company's cloud analytics continuously review site activity, prioritizes real events with AI, and enables trained specialists to perform live interventions to prevent escalation. Other topics include Cloudastructure's land-and-expand momentum with to...

Send us a text On this week's episode of the WTR Small-Cap Spotlight, Chris Cooper, the new CEO of XCF Global (NASDAQ: SAFX), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research. Cooper shares his extensive aviation and energy industry journey from aspiring pilot to President of Neste US (and more!) and tells us what ultimately attracted him to join as CEO of...

Send us a text In this episode of WTR Small-Cap Spotlight, host Tim Gerdeman and analyst Robert Sassoon speak with Shaun Bagai, CEO of RenovoRx (NASDAQ: RNXT). The company is pioneering targeted oncology therapies and commercializing RenovoCath™, an FDA-cleared multi-specialty local drug delivery device for high unmet needs. We discuss the innovation and advantages of its TAMP™ (Trans-Arterial Micro-Perfusion) platform—powered by the proprietary dual-balloon catheter—and how it sets RenovoRx ...

Send us a text Homerun Resources, Inc. is developing a vertically integrated HPQ silica to glass enterprise in Brazil that looks to provide a less expensive, environmentally friendly alternative to China’s dominance in solar panel and other technology verticals, augmented by proprietary AI-based energy management systems.

Send us a text Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Peter’s recent report on Abundia Global Impact Group (AGIG) including: 1) AGIG’s waste-to-value approach that redirects materials from landfills and incineration; 2) strategy for converting hard to recycle waste plastics and waste woody biomass into high value fuels and chemicals like sustainable aviation fu...

Send us a text On this week's episode of the WTR Small-Cap Spotlight, John Gibson, CEO of Nauticus Robotics (NASDAQ: KITT), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research. The conversation covers KITT’s autonomous underwater vehicle (AUV) strategy, technology, and milestones. Gibson highlights KITT’s focus on delivering efficiency, safety, and cost savin...

Send us a text This week on the WTR Small-Cap Spotlight, Ruella Menezes , Director of Energy with the Management Consulting Practice at Kline & Company , sits down with Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research. Together, they dive into the game-changing potential of sustainable aviation fuel (SAF) for slashing airline emissions, zero in on what’s fuel...

Send us a text On this week's episode of the WTR Small-Cap Spotlight, Jim Deller, CEO of ClearSign Technologies (NASAQ: CLIR), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) CLIR’s patented ultra-low emissions burner technology for industries like oil refineries and petrochemical plants; 2) how CLIR’s burners help clients meet strict NOx r...

Send us a text In this episode of WTR Small-Cap Spotlight, Stefano Valentini Chairman of DRONE VOLT (Euronext Paris ticker symbol ALDRV), joins host Tim Gerdeman, Vice Chair, Co-Founder, and CMO of Water Tower Research, along with Dr. John Roy, WTR’s Senior Equity Research Analyst. The conversation explores the strategic priorities of a drone company, focusing on its growth and go-to-market strategy in North America, specifically detailing the local production of the KOBRA drone to meet...

Send us a text On the latest WTR Small-Cap Spotlight podcast episode, we welcomed Jan Eryk Umiastowski, CFO of GenSight Biologics (Euronext Paris: SIGHT), a late clinical-stage biopharma company based in Paris, France, primarily focused on developing and commercializing novel disease-modifying gene therapies aimed at reversing vision loss from severe neurodegenerative retinal diseases. He discusses GenSight's development pipeline, what's unique about the company's approach to gene thera...

Send us a text Tune in to the latest WTR Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Peter's initiation of coverage on Darling Ingredients Inc. (DAR)

Send us a text In this episode of the WTR Small-Cap Spotlight Podcast, Chris Mayo, Head of Primary Markets for the Americas at the London Stock Exchange Group (LSEG), joins host Tim Gerdeman for a deep dive into one of the world’s most influential capital markets. Mayo explains why London remains the #1 listing venue in Europe, how it has become the leading capital-raising market outside of the U.S., China, and India, and why the U.K. attracts high-quality global issuers including from the US...

Send us a text In our latest WTR-Small-Cap Spotlight podcast, we welcome back Jack Lu, Director of Corporate Development at Ainos (NASDAQ: AIMD) to discuss key takes from the company's recently reported 3Q25 earnings release. He also dives into Ainos’ latest strategic partnerships with Topco and NEXCOM, its expanding IP moat with seven new patents, and outlines the roadmap for 2026—commercial scale-up, industrial deployments and expansion plans beyond Asia.

Send us a text On this week's episode of the WTR Small-Cap Spotlight, Ben Richardson, CEO of Sulnox Group (US OTC: SNOXF) (UK ISDX: SNOX), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) the company's patented organic fuel conditioner that improves combustion, reduces fuel costs and emissions, and enhances performance and cleanliness for al...

Send us a text Hear about the latest dynamic developments in the therapeutic psychedelics sector in our latest WTR Healthcare Happenings x Small-Cap Spotlight crossover episode. Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Robert Sassoon, WTR's Senior Healthcare Analyst, discuss the October's fundraising activity surge; what has contributed to renewed investor confidence; comparisons with the hype-driven cycle of 2021; impact on valuations in the sector; a...